Sino-US trade war affects popular feeling, the RMB devalues angst diffuses, the stock market drops in hole still sealed bottom... capital market the day this year appears hard all the more. But be in brisk in cold winter, the flame that however one gather comes from Xiamen is in go against situation blossom.
On August 9, capital of heart towering like a mountain peak - annual meeting of 2018 year investor is in fund of investment of equity of De Fengjia embellish Hai Yueshan Zhuang Chenggong is held. As the fund that just establishs 2 years only, this " youth " the exam paper that had surrendered bright key point: Project of the investment that finish 18, half project begins to start IPO to appear on the market, be bought or obtained follow-up financing, the double above when newest appraise is worth the project to invest on average at first in fund, still a batch of high grade projects introduce Xiamen be born early or late.
The spot
Attack continuously
Invest annual meeting spot, author of capital of heart towering like a mountain peak Ms. Zhu Dezhen is special still shared its to invest strategy and industry to look into.
Ms. Zhu Dezhen has investment of more than 20 years and administrative experience, presiding investment officer holds bank of the people's livelihood of country of Ceng Ren Shanghai and president of limited company of management of investment of equity of contemporary service line of business, China concurrently president of limited company of negotiable securities of international of private bank president, China Europe, inc. of Hunan money negotiable securities is presiding operation official and vice-president of business of headquarters of J.P.Morgan United States.
So, the investment field that pays close attention to the choice of circuit, for a long time to investment, future invests direction and strategy, is she how of look upon?
Author of capital of heart towering like a mountain peak holds president Zhu Dezhen concurrently
[De Ge capital] · industry looks into investment strategy
Author of capital of heart towering like a mountain peak holds president Zhu Dezhen concurrently
Suffer domestic and international economic situation, finance to go this year the lever negative effect to fluidity, the market is experiencing a paragraph " capital cold winter " , already affected the enterprise of a lot of periodic industries.
Below so macroscopical economic situation, our group still will invest way dedicated in contemporary service line of business, focusing " consumption upgrades " with " the enterprise serves " theme of two large investment, mining weak cycle, defence industry, health of the consumption that be like extensive, medical treatment, and drive of supply side technology enterprise, if be in specific industry and setting, IT and the service such as computation of artificial intelligence, big data, cloud can realize good confluence to apply, and have what size of enough big market and efficiency promote a space grow model, innovation enterprise.
To itself of equity investment industry, also contain is worn new opportunity, standard of market estimate value is in fall after a rise. Equity investment invests as a kind of value, going against periodic investment to run is the effective strategy that wins good investment get one's own back. In light of case of combinative associate with and experience, the itself of the person that do poineering work of economic downturn faces a challenge big, the angle to blast tuyere decreased in company poineering course, meeting more pays attention to the real demand that digs the market, burnish oneself product, practice is good " exercise to benefit the internal organs " , use to financing also more discretion is reasonable, talent and industry resource easily assemble, passing through after economy is periodic, this kind of enterprise often can be had more powerful vitality and erupt force.
Consumption upgrades
From consumption this one inside need to grow the the most healthy, greatest power to look, market of Chinese consumption industry is enough big, and change is sharp.
Consumptive industry is had pass through the ability that cycle grows continuously, below the overall trend that upgrades in consumption, consumptive structuralization difference is bigger also, one, spending of second line city increases hasten delay, investment opportunity basically comes from the change that consumes a structure, and 3, the climate that consumption of 4 lines city still is maintaining growth.
The competition of consumable, basically center in both ends. It is in consumptive terminal, want to have the capacity that feels consumer demand change, can dig real demand, competitive key depends on those who consume psychological demand having an insight into, service and channel. 2 be carry in supply, emphasize supply synergism, competitive is operation ability and product strength.
New retail flow with IT, big data, modern other people waiting for contemporary service line of business promote development each other, supplement each other. And fractionize spending category is being experienced from do not have have, arrive as a child old course, the consumptive channel of consumer is occurrent change, go to a center changing the square respect face that has begun to permeate the consumption such as electric business platform, brand. In consumable domain, experience minor numerous brand is increasing, if can build very strong value position, and prize is gregarious, prize encircles a layer, the line on the line issues confluence, compose builds stereo consumptive setting, will have very great opportunity.
Medical treatment health
Medicine, medical treatment and healthy service regard contemporary service as the fractionize domain of course of study, its need the investment prospect with good future of sue for peace by force is many elements overlay form.
In recent years, consumptive expenses is maintaining domestic dweller Medical Protection to be added higher fast, population is aged the trend is clear, the cardinal number of patient of case of illness such as chronic is large, equipment of high-end medical treatment or bad news material basically depend on an entrance for a long time to wait a moment, we can be judged, be in at least future inside 20 years, industry of health of Chinese medical treatment will maintain good industry to develop posture all the time.
Meanwhile, change to be advanced steadily as cure since 2015, trade policy is released thick and fast, involve medicines and chemical reagents, medical treatment, cure is protected and current 4 big fields, the poineering innovation enterprise inside industry of medical treatment health, greeted first-rate exterior policy, system and market environment two this years.
With respect to Xiamen character, xiamen city is in early also included one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two industries chain biology and new medicine property 2013, according to Xiamen city " 935 " program, industrial dimensions will strive for a breakthrough 2020 100 billion yuan, of industry of medicine of prospective opposite content give aid to policy general more essence of life is accurate, give aid to strength is greater and greater.
Altogether, the investment strategy of industry of medical treatment health is the company that invest in has core innovation power, standard treatment of tumor immunity, sperm, a serious illness is planted, Wu of kimono of informatization of medical apparatus and instruments of biology pharmacy, innovation, medical treatment, there can be good investment prospect in home.
IT
Artificial intelligence, big data, intelligence is alternant wait for IT and service territory, the consumption that serve in the company that confronts B end and faces C end upgrades wait to of all kinds setting is united in wedlock and apply, can improve the supply efficiency that the product is produced and serves ceaselessly, promote the consumption of the user the experience, also can bring a lot of good investment chances, the key is the setting that apply can have enough market space and growing sex.
The development space of artificial intelligence market is vast, industrial dimensions also is in rapid growth. Progress algorithmicly as theory in recent years, of the iteration of soft hardware technology and data bulk grow considerably, artificial intelligence entered fast hair exhibition period, artificial intelligence already was in industry, how to prevent, the domain such as finance, medical treatment, traffic, education received relatively wide application, industrial dimensions is in rapid growth. Although,Chinese artificial intelligence starts late, but the rate of try hard to catch up is very rapid.
What can foreknow is, the IT such as artificial intelligence and service territory fill imaginary space, applied level will be wider and wider.
The enterprise serves
Consumption upgrades and company service is the theme of two large investment that capital of heart towering like a mountain peak basically pays close attention to, in company service this invests direction to go up, we more focusing directs at the technology model promote with efficiency model enterprise, the actual demand setting that values an enterprise to whether be based on an user more sets out, whether go to the couple with technology, product, real business one case, push technology, product effectively commercialize be born, provide the service of diversity at the same time, solve user pain spot truly, satisfy its requirement, just be essential.
With content popularity course of study is exemple, chinese content sheds the market tremendous, efficiency is lower however. The content fluid department of the developed country passed hundred years development, have complete and advanced industry chain, and the space that China puts in a large number of fill a vacancy and efficiency promotion has not been satisfied.
The core essence that content sheds is service quality and efficiency promotion, current substance sheds means to still satisfy mobile Internet, report completely hard business and new retail demand, attention " fill a vacancy extracts effect " it is the logical jumping-off place that invests modern other people to spread way.
The person that do poineering work
Share
Around contemporary service line of business, focusing consumption upgrades, medical treatment health, IT and company service, be the main investment direction of capital of heart towering like a mountain peak, and investing annual meeting spot, special still the part that invited capital of heart towering like a mountain peak already cast enterprise author to undertake sharing.
We also have reason to believe, the growing associate of warmth of the person that doing poineering work -- below the help of De Ge capital, these yearning and great souls, can doing poineering work eventually this from arrive to need greatly meet on the road of classics formidably.
Beautiful shaddock president, author holds CEO Chen Fangyi concurrently
Consumption upgrades -- beautiful shaddock science and technology
Beautiful shaddock president, author holds CEO Chen Fangyi concurrently
This year on July 27, release jointly by Chinese Internet association, industry and center of informatization department information 2018 " Chinese Internet enterprise 100 strong " sheet of a list of names posted up is announced in Xiamen, beautiful shaddock is in by right of its female of mobile Internet industry is perpendicular the lead dominant position of the domain, afterwards after 2017, ascend once more this year enterprise of body China Internet 100 strong a list of names posted up are odd.
"Chinese Internet enterprise 100 strong " it is home the Internet company that has just sex and authority extremely evaluates sheet of a list of names posted up, the target of 8 kinds of core that the evaluation considered the 6 old thinking such as enterprise dimensions, gain, innovation, growing sex, consequence and social responsibility integratedly to spend. According to introducing 27 enterprises are seleted Internet continuously 100 strong a list of names posted up, iteration of 100 strong companies leads Internet most be as high as 45% , average and annual 35% what enterprise of new Jin Baijiang takes only company of a list of names posted up. Beautiful this year shaddock can be become be seleted Internet again the enterprise of 100 strong a list of names posted up, company of it serves to show's steady development pace and outstanding development actual strength got the industry is approbated authoritatively.
Come 5 years, the development be obvious to all of beautiful shaddock. 2013, the period management that beautiful shaddock just needed with the female is the entrance, cut female market. After through period record function accumulates regular user to measure, beautiful shaddock was made for the female exclusive community " she she is encircled " , let everybody be in circle speak out freely, stickiness of farther promotion user and use frequency second. The line on 2014 " shaddock darling " APP, make the service territory of beautiful shaddock from period outspread to equipment pregnant, be pregnant, hot Mom Yo level, enclothed the female's complete lifecycle. 2015, business of cable of beautiful shaddock sortie, the attempt will shed quantitative change to show. 2016, beautiful shaddock realized gain of dimensions sex year, banner at a person of same business. 2017, beautiful shaddock realizes net profit to exceed 100 million yuan. In January 2018, put forward to make beautiful shaddock the target of brand of a countryman, hundred years enterprise on our interiorly annual meeting, the beautiful shaddock that is born 5 years greets an enterprise to develop " young period " , youth is being filled.
Current, beautiful shaddock is having the female user that exceeds 150 million, active user amounts to day 700 much. Wait for orgnaization of data of many tripartite to monitor according to QuestMobile of Ai Rui, Yi Guanhe, the day work of beautiful shaddock, month work and monthly always effective when long wait for multinomial core index to all be gotten run pop chart of female APP industry. Regard female of industry of domestic mobile Internet as the person above average of perpendicular domain, beautiful shaddock can develop to result from its just about quickly steadily slow and steady development program: Make good product and user experience above all, formed tremendous after the discharge with stability, explore again commercialize gain, make successfully " tool + community + electric business serves + digital sale " industrial closed circuit.
Face " her economy " agitation, foretaste of beautiful shaddock go ahead of the rest, be in " her economy " the domain is ceaseless intensive cultivation, rely on big data and artificial intelligence, have an insight into deep " she " demand, the domain waits to be advanced continuously in advertisement of community cable business, female and mother baby brand commercialize operation, develop thereby become platform of country's biggest pure female Internet.
Bo Ensai author holds CEO Li Yao concurrently
Medical treatment is healthy -- Boensai
Bo Ensai author holds CEO Li Yao concurrently
Medical treatment industry needs long-term precipitation, spend time deep ploughing, and the robot is change quickly however, bo Ensai helps industry of health of force China medical treatment with advanced robot surgery.
Modern operation system has entered digitlization period, making the standard of more hospital stage by stage, this also is meant, medical treatment industry begins to move toward automation age stage by stage.
What kind of problem is China facing? Current, china's annual surgical operation gross exceeds 20 million, the patient needs best cure forever, and the doctor's energy is finite however, the burden on doctor body is very heavy, what market put oneself in another's position measures is big also exceed common.
I and adviser -- American Maryland university is lifelong · of lifelong academician Williams lists professor, IEEE article doctor is discussed together, the 3-5 in future in year, with " AI is surgical " the promotion that means drives homebred and surgical automation, decrease for the doctor negative, for patient benefit.
Company English name is " BORNS (Boensai) " , mean " new student " . We build Silicon Valley research center, cooperate with Stanford university, manufacturing base is created in Chengdu, everything begins anew, at present Boensai already obtained 185 core patent.
What after diagnosing, be faced with is cure, who will complete final treatment? Need systematic whole solution, this also is the thing that Boensai comes true for it continuously hard.
Author of science and technology of look as far as ones' eyes can see holds CEO Tang Rui concurrently
IT -- science and technology of look as far as ones' eyes can see
Author of science and technology of look as far as ones' eyes can see holds CEO Tang Rui concurrently
1, industry of hundred years automobile faces great change
Arrive from unmanned still 2013 witting ADAS present share a travel poineering tide, automobile industry is in producing tremendous change, most capital and the strongest cerebra assemble at this industry. Science and technology of look as far as ones' eyes can see held water 2013 likewise, experience time of 5 years, assist from ADAS drive the trend drives automatically, finished arrive from pure software vendor make car plant the change of one class supplier. The science and technology of look as far as ones' eyes can see nowadays innovates through the technology, in time of 5 years, had realized shipment to exceed 500 thousand, service home almost plants of all car of a gleam of.
2, the fixed position of science and technology of look as far as ones' eyes can see and development: How to walk out of the person that lead by the technology to move toward wisdom to give a way that serves trader?
Not in order to follow person thinking act, because of environment of drive a vehicle and American existence difference. The United States is the environment of drive a vehicle of high speed travel mostly, and in China more time can be spent go up in low speed travel. Because of main research and development of company of this Israel Mobileye is,the system is inspected before ADAS, and the inconvenience that we use sweep system to solve travel of Chinese low speed.
Strategy of look as far as ones' eyes can see locates besides the offers money for leader plant mode besides the tradition, hope to make zoology of a kind of car encircle mode more, offer a solution to the operation business that includes to share a travel namely, make the one ring in sharing car zoology catenary.
3, share a travel ecology group
According to the report of case of Luo Lan shellfish, home shared a quotations field size to be 37 million times 2018 / day, market size is 380 billion yuan, among them 3-50 kilometer demand is about 80% .
In the market that shares a travel, a travel plan of science and technology of look as far as ones' eyes can see the cost that will reduce cost of loss of the sources of energy, driver, operation management substantially, a travel cost that makes customer did not come fall for present 1/3.
The core technology that science and technology of look as far as ones' eyes can see shares a travel plan depends on finally a few meters own berth car (AVP) , next year the beginning of the year will implement the method of own berth trick-cycling that studies 3 years on board, the implementation of AVP can solve the problem that nobody turn car of the berth inside narrow range effectively.
In future, science and technology of look as far as ones' eyes can see will with look forward to of local government, car, give a zoology to encircle associate to make wisdom give a demonstrative division jointly.
Only nimble city matchs father to hold CEO Wang Qi concurrently
The enterprise serves -- only nimble city matchs
Only nimble city matchs father to hold CEO Wang Qi concurrently
1, supplying catenary to reframe is new retail kernel
Two this years consumptive market appeared the commercial pattern of many innovation mode, retail core element or " person, goods, field " , new retail where be newly after all? The first profundity that is pair of consumer demand has an insight into. It is likewise important that the blame commodity function such as individual character preference, gregarious attribute, affection attribute and commodity sex price are compared; The 2nd it is efficient the operation safeguard that supplies chain. Of consumer time cost rise and reduce patiently, essence of life honors the agreement definitely consign, place thinks namely the camp that earning already made retail competition.
From the point of the angle that supplies chain, the city matchs and new it is very important that retail value has a change: New city matchs drive supply to supply catenary to supply iteration evolution to demand, perhaps say new city deserves to promote push type to supply catenary to supply catenary change to push-pull combination. Supplying catenary to reframe is new retail essence changes, business of brand of past upper reaches consults the factory is produced can, business, retail to channel terminal raises outstanding achievement through controlling goods, shop money in great quantities, lack sells the capture of information and analysis to terminal, of lack and consumer seasonable and alternant, make correct sale forecast without ability, and all these will get a change.
2, it is new that digitlization city matchs retail and best infrastructure
Only nimble city matchs what supply chain around consumption to change the service capacity that builds oneself, match operation with the storehouse to prop up, with " the vault of heaven " intelligent information system group for carrier, the storehouse that realizes much more lukewarm layer, much city, whole trench for the client distributes service of an organic whole.
Be in only in the operation course that nimble city matchs, whole journey turns operation without paper, paralell connection of much information channel is synchronous. Inn storehouse storehouse of linkage, car linkage, person car linkage, person goods linkage, intelligence attempers one key group is only, handle 1000 order namely time of a few seconds, whole journey GPS is lukewarm accuse, ensure cold chain is ceaseless catenary. Meanwhile, pass big data analysis, provide operation and managemant decision support for the client, promote continuously optimize inventory management and efficient honor the agreement the ability of consign. In digitlization the city matchs ability compose to build the backside that throws with the technology, the storehouse matchs node to become consumption to supply the decision-making center of catenary operation efficiency stage by stage.
Current, only nimble city deserves to serve client of level of more than 400 companies, include Alibaba, capital east, beautiful group, beneficial Haijiali, flavour 1000 help village of face of face, Xi Bei You, bit aunt of tea of Buck, happy event, money, health taste collect, yuan first food.
This year, only nimble city deserves to will finish 25 straight run the city joins in with 20 urban layout, increase construction storehouse to match a network further, 55 straight run will be finished inside 3 years the city joins in with 150 urban layout, realize entire network service, whole trench, complete link to cooperate with.
Heart embellish is breathed, stand erect has
In annual meeting finally, of company of respecting of summary of author of capital of heart towering like a mountain peak Ms. Zhu Dezhen wish scene, capital of heart towering like a mountain peak devotes oneself to to become to be with the client this, honorable equity investment runs a company, hold to with professional, dedicated, absorption to establish a body this, become investor to be worth entrust for a long time, the investment administration that has safe feeling is oneself, get get one's own back for investor. Invest enterprise and fund investor to ours, devote oneself to to provide the investment management that seeks perfect service and contemporary service job, do the growing associate of warmth of the person that do poineering work, of major of carry out travel, dependable, work low-keyly style, ground of exert a subtle influence on brings some of change for industry and society.
